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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,955 | $84,708+16.8% | $75,714+30.7% | $167,536-40.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.54% | 199.62%-190.1pp | 104.62%-95.1pp | 478.82%-469.3pp |
| Employer contribution / active EE | $17,321 | $3,231+436.1% | $2,744+531.3% | $4,839+257.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,027 | $5,358+49.8% | $3,619+121.8% | $12,315-34.8% |